HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 iShares Tr (IJS) |
293,335 | +942 | $30,234 |
| IJS | 293,335 | +942 | $30,234 |
| SPDR S&P 500 ETF Tr (SPY) |
38,492 | -323 | $18,296 |
| SPY | 38,492 | -323 | $18,296 |
| Vanguard Index Fds (VTI) |
60,850 | +45 | $14,435 |
| VTI | 60,850 | +45 | $14,435 |
| iShares Tr (IJT) |
103,798 | +4,612 | $12,989 |
| IJT | 103,798 | +4,612 | $12,989 |
| iShares Tr (IVV) |
25,928 | +450 | $12,384 |
| IVV | 25,928 | +450 | $12,384 |
| iShares Tr (IJR) |
105,019 | +158 | $11,368 |
| IJR | 105,019 | +158 | $11,368 |
| iShares Tr (IEUR) |
188,672 | +18,262 | $10,381 |
| IEUR | 188,672 | +18,262 | $10,381 |
| iShares (EWJ) |
126,789 | +1,163 | $8,132 |
| EWJ | 126,789 | +1,163 | $8,132 |
 JP Morgan Exchange Traded Fund |
$8,083 | ||
| Betbuld Japan | 145,427 | +4,195 | $7,638 |
| Betabuldrs CDA | 6,948 | +48 | $445 |
| Vanguard Intl Equity Index F (VGK) |
80,709 | +1,193 | $5,204 |
| VGK | 80,709 | +1,193 | $5,204 |
| SPDR S&P Small Cap Value (SLYV) |
59,143 | +390 | $4,927 |
| SLYV | 59,143 | +390 | $4,927 |
| Apple Inc |
24,230 | -1,131 | $4,665 |
| AAPL | 24,230 | -1,131 | $4,665 |
| iShares (EWA) |
176,637 | -5,973 | $4,299 |
| EWA | 176,637 | -5,973 | $4,299 |
| iShares Gold Trust (IAU) |
102,096 | UNCH | $3,985 |
| IAU | 102,096 | UNCH | $3,985 |
| Microsoft Corp |
9,159 | -798 | $3,444 |
| MSFT | 9,159 | -798 | $3,444 |
| SPDR Index Shs Fds (GNR) |
58,564 | +184 | $3,318 |
| GNR | 58,564 | +184 | $3,318 |
| Vanguard Bd Index Fds (VUSB) |
60,124 | +1,198 | $2,973 |
| VUSB | 60,124 | +1,198 | $2,973 |
| iShares Tr (IEV) |
41,845 | +248 | $2,212 |
| IEV | 41,845 | +248 | $2,212 |
| SPDR Gold Trust (GLD) |
10,589 | UNCH | $2,024 |
| GLD | 10,589 | UNCH | $2,024 |
| Amazon Com Inc |
11,743 | -308 | $1,784 |
| AMZN | 11,743 | -308 | $1,784 |
| Nvidia Corp |
3,348 | -374 | $1,658 |
| NVDA | 3,348 | -374 | $1,658 |
| SPDR S&P Small Cap Growth (SLYG) |
19,116 | +17 | $1,599 |
| SLYG | 19,116 | +17 | $1,599 |
| NuShares ETF Trust (NUSC) |
36,736 | +1,520 | $1,436 |
| NUSC | 36,736 | +1,520 | $1,436 |
| Fidelity MSCI Real Estate ETF (FREL) |
51,523 | +51,523 | $1,373 |
| FREL | 51,523 | +51,523 | $1,373 |
| iShares (EWC) |
37,056 | +404 | $1,359 |
| EWC | 37,056 | +404 | $1,359 |
| iShares Tr (AAXJ) |
20,000 | +406 | $1,331 |
| AAXJ | 20,000 | +406 | $1,331 |
| Vanguard World FD (ESGV) |
14,729 | +56 | $1,253 |
| ESGV | 14,729 | +56 | $1,253 |
| Vanguard Index Fds (VNQ) |
12,967 | -3,784 | $1,146 |
| VNQ | 12,967 | -3,784 | $1,146 |
| Intuit |
1,660 | -132 | $1,037 |
| INTU | 1,660 | -132 | $1,037 |
| Vanguard Intl Equity Index F (VSS) |
8,968 | +112 | $1,032 |
| VSS | 8,968 | +112 | $1,032 |
| Alphabet Inc |
7,080 | -20 | $997 |
| GOOG | 7,080 | -20 | $997 |
| Alphabet Inc |
7,125 | UNCH | $995 |
| GOOGL | 7,125 | UNCH | $995 |
| Costco Whsl Corp New |
1,374 | UNCH | $907 |
| COST | 1,374 | UNCH | $907 |
| Adobe Sys Inc |
1,509 | UNCH | $900 |
| ADBE | 1,509 | UNCH | $900 |
| VanEck ETF Trust (SMOG) |
7,456 | +885 | $825 |
| SMOG | 7,456 | +885 | $825 |
| iShares Tr (ICLN) |
50,909 | +8,346 | $793 |
| ICLN | 50,909 | +8,346 | $793 |
| iShares Tr (IWM) |
3,905 | +3 | $784 |
| IWM | 3,905 | +3 | $784 |
| Visa Inc |
2,873 | UNCH | $748 |
| V | 2,873 | UNCH | $748 |
| Home Depot Inc |
1,993 | UNCH | $691 |
| HD | 1,993 | UNCH | $691 |
| Steel Dynamics Inc |
5,644 | UNCH | $667 |
| STLD | 5,644 | UNCH | $667 |
| Goldman Sachs Group Inc |
1,674 | UNCH | $646 |
| GS | 1,674 | UNCH | $646 |
| Elevance Health Inc |
1,364 | +1 | $643 |
| ELV | 1,364 | +1 | $643 |
| Mastercard Inc |
1,508 | +2 | $643 |
| MA | 1,508 | +2 | $643 |
| AbbVie Inc |
4,143 | -3 | $642 |
| ABBV | 4,143 | -3 | $642 |
| iShares Tr (IWO) |
2,539 | +11 | $640 |
| IWO | 2,539 | +11 | $640 |
| Schwab Strategic Tr |
29,225 | +234 | $605 |
| SCHH | 29,225 | +234 | $605 |
| Prologis Inc |
4,419 | -5 | $589 |
| PLD | 4,419 | -5 | $589 |
| iShares Tr (IWN) |
3,761 | +28 | $584 |
| IWN | 3,761 | +28 | $584 |
| Unitedhealth Group Inc |
1,078 | UNCH | $567 |
| UNH | 1,078 | UNCH | $567 |
| Yum Brands Inc |
4,148 | UNCH | $542 |
| YUM | 4,148 | UNCH | $542 |
See Full List: All Stocks Held By Palisades Hudson Asset Management L.P.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Palisades Hudson Asset Management L.P.
|
Size ($ in 1000's)
At 12/31/2023: $206,193 At 09/30/2023: $182,668 Palisades Hudson Asset Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Palisades Hudson Asset Management L.P. 13F filings. Link to 13F filings: SEC filings |
